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The system uses Divisions to separate information. Set up a different code for each Division to track. A Division is tied to a customer on the Customer Maintenance window. Most reports in the system print lists and totals by Division. Go to ...
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Billing Entry Go to Main Menu / Posting Menu / Recurring Billing Menu / Billing Entry . Select Cre ate or Ctrl+C on the keyboard. Select the Search icon or press F5 to select the Division , Customer #/Name , and Cycle Code . Th...
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To attach a meter to a tank: From the Master Menu, select Customer Menu . Choose Customer Maintenance . On the Customer Maintenance window, select Tank Info . On the Tank Information window, choose Set Up Meter/RTM . On the Tank/Met...
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Customer tanks will be assessed a regulatory fee (if a Regulatory Code is attached in the Tank Info screen) each time a gallon delivery is applied to the account. Below is an example of how the fee will appear in the Sales Posting screen and Pos...
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Navigate to Main Menu / Supervisor Menu / Maintenance Menu / Maintenance Tables / Department . Select Edit/Create and choose Continue . Select Create or press Ctrl+C . Enter the Div number, Dept Code, Description , Department Type ,...
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The Tank Hold feature can be used for a number of reasons – mostly due to seasonal individuals, people on collection hold and etc. Press Ctrl+M to modify. Enter the beginning Hold Date . Enter the Hold Reason code (press F5 to access t...
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The Customer Efficiency screen displays information regarding Sales YTD , Gallons Delivered YTD, Number of Deliveries , Average Gallons Delivered , Average Sale Amount , and Delivery Efficiency per tank. The screen displays Current Year ,...
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When viewing historical schedules on the map, the optimizer portion displays the portion after the decimal as expected. The Boundary Creation selection box for drawing route boundaries now looks at the Routes maintenance table. EnergyMap displa...
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The Daily Sales and Deposit report is a useful tool in balancing daily. The report shown below is a sample and can be modified to better suit the company’s needs. To balance with the Daily Sales and Deposit report: Enter the Opening A/R Balance ...
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